Daniel H. Boyce

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CRD#: 733571

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Hobbs Boyce was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1981. Daniel had worked at 4 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 2, 2010 - June 14, 2021

CENTER FOR FINANCIAL PLANNING INC

RIA

CRD#: 109599

SOUTHFIELD, MI

Past

June 2, 1987 - December 31, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SOUTHFIELD, MI

Past

October 27, 1982 - June 9, 1987

MUTUAL SERVICE CORPORATION

CRD#: 4806

Past

June 17, 1981 - November 2, 1982

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTER FOR FINANCIAL PLANNING INC

CRD#: 109599 / SEC#: 801-65076

RIA

Registered Investment Advisory firm - (1/4/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/13/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/17/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/17/1982

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/15/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/11/2008

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/1987

General Securities Principal Examination

Current Firm

CENTER FOR FINANCIAL PLANNING INC

CRD#: 109599 / SEC#: 801-65076

RIA

Registered Investment Advisory firm - (1/4/2006 Approved)

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Contact information

Main Address

24800 Denso Drive Suite 300, Southfield, MI 48033-7470

Mailing Address

Phone number

(248) 948-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTER ADV (3/18/2025)

Regulatory assets under management

Total Number of Accounts	4,116
AUM (Assets Under Management)	$ 1,711,817,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Daniel H. Boyce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

MARINER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CENTER FOR FINANCIAL PLANNING INC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/13/1981

SIE

Date: 12/31/2015

Series 31

Date: 12/17/2003

Series 7

Date: 7/17/1982

Series 6

Date: 6/15/1981

Series 51

Date: 4/11/2008

Series 24

Date: 8/27/1987

Current Firm

CENTER FOR FINANCIAL PLANNING INC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTER FOR FINANCIAL PLANNING INC

TRUST BUT VERIFY

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